Kristin AshmanKristin Ashman
Managing Director
Wealth Advisor

"We are proud of the clients we serve, and the manner in which we serve them. Our clients come to us with significant wealth. Our job is putting that wealth to work in ways that provide lasting benefits."

Awards and Industry Recognition

Forbes

Top Wealth Management Teams Best-In-State
2024 • 2023
America's Top Wealth Management Teams
2023 • 2022

Barron's

Top 250 Private Wealth Management Teams
2024
Top 100 Private Wealth Management Teams
2023 • 2022

About Kristin

Kristin Ashman is a Managing Director and Wealth Advisor at J.P. Morgan Wealth Management.

Kristin brings more than 25 years of experience. She is integral to the team's focus on estate planning and works closely with clients and their advisors to satisfy the visions and values of client families.

As part of our practice, Kristin provides ongoing dialogue with clients, emblematic of the group's family office-style. This degree of collaboration allows for greater efficiencies, more impactful results and better use of clients' time.

Devoted to acting in a client's best interests, Kristin looks to understand family dynamics, their wealth objectives, concerns, and the specific needs of various stakeholders. She helps create family mission statements surrounding goals for legacies and philanthropy, educates the next generation, builds tax minimization and directs asset allocation strategies based on time horizons that often span future generations.

Kristin has had a distinguished career at leading financial institutions. In 2023, she joined J.P. Morgan from First Republic, where she was the Northeast Regional Team Lead for First Republic Trust Company. Previously, she served as a Regional Trust Head for Brown Brothers Harriman Trust Company as well as affiliations with Bessemer and Citigroup Trust Companies.

Kristin grew up on an apple orchard that had been in her family for seven generations. Pursuant to her interest in generational planning, she earned a J.D. from New York Law School, focusing on trusts and estates, following graduation from Syracuse University, where she earned a B.S. in Economics and International Relations and a Minor in French.

Active in the New York trust and estate community, Kristin is a member of the Calvary Hospital Professional Advisors Council, New York City Estate Planning Council, Westchester Estate Planning Council, Lifting Up Westchester Community Council, as well as the New York and Connecticut State Bar Associations. In 2018, she received an Outstanding Women in the Law award from the Maurice A. Deane School of Law at Hofstra University. A genuine Francophile, Kristin is passionate about French food, culture and language. She and her family reside in White Plains, New York.

Insights

Markets

What’s driving the rotation into small-cap stocks?

July 19, 2024There’s been a recent surge in small-cap stocks. What’s causing it, and what does it mean for investors?Read Now
Wealth Planning

Insight 5: Continually evolve and renew the ownership portfolio

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Markets

3 considerations for investing in a bull market

July 12, 2024The S&P 500 is up big time year-to-date. That doesn’t mean you should wait on the sidelines.Read Now
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